Dynasty Wealth Management’s Intuit INTU Stock Holding History

Dynasty Wealth Management’s Portfolio INTU Stock Details INTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$430K	Buy	+1,649	New	+$574K	﹤0.01%	276
2026 Q1	–	Sell	-3,015	Closed	-$2M	–	364
2025 Q4	$2M	Buy	3,015 +292	+11%	+$193K	0.02%	134
2025 Q3	$1.86M	Sell	2,723 -503	-16%	-$363K	0.02%	121
2025 Q2	$2.54M	Sell	3,226 -989	-23%	-$669K	0.04%	72
2025 Q1	$2.59M	Sell	4,215 -144	-3%	-$86.5K	0.04%	77
2024 Q4	$2.74M	Buy	4,359 +371	+9%	+$237K	0.05%	80
2024 Q3	$2.48M	Sell	3,988 -143	-3%	-$91.3K	0.07%	61
2024 Q2	$2.71M	Sell	4,131 -57	-1%	-$35.4K	0.08%	70
2024 Q1	$2.72M	Buy	+4,188	New	+$2.67M	0.09%	65

Other funds holding INTU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Dynasty Wealth Management's INTU Position: Q2 2026 in Review

Dynasty Wealth Management opened a new position in Intuit (INTU) in Q2 2026: 1,649 shares worth $430K. The stake represents ﹤0.01% of the portfolio and ranks #276 among its holdings. This is a return to the name: Dynasty Wealth Management previously reported a position in INTU as recently as Q4 2025.

Dynasty Wealth Management first reported a position in INTU in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.74M in Q4 2024. 1,747 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

Dynasty Wealth Management held 1,649 shares of Intuit worth $430K as of Q2 2026.
Intuit was a new Dynasty Wealth Management position in Q2 2026.
Intuit made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #276 holding.
Dynasty Wealth Management first reported a position in Intuit in Q1 2024 and has held it in 9 quarters since.
Dynasty Wealth Management's Intuit position peaked at $2.74M in Q4 2024.
1,747 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.